Send final Thank You comm

Send a warm thank-you note and gift to client contacts at the end of a study.

Office Manager

Final deliverable is in production or delivered, and the Solution Defining meeting (and any follow-ons) has occurred.
Ops/Sales identifies recipients.
Gift budget and brand guidelines are available.

Confirm project wrap: Ops alerts Office Manager that the project has concluded.
Identify recipients: Ask Ops/Sales who should receive a thank-you and gift (names, roles, addresses, any preferences).
Draft the note: Request a short, personalized note from the applicable Ops/Sales contact; provide a template if needed.
Select gift: Choose an appropriate, branded gift within budget; confirm any client policies on gifts.
Ship or drop off: Send the note and gift (include your return address). For drop-offs, coordinate timing with the client.